Integrated Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $960K | Buy |
19,289
+230
| +1% | +$11.4K | 0.32% | 84 |
|
|
2016
Q4 | $938K | Sell |
19,059
-34
| -0.2% | -$1.67K | 0.35% | 79 |
|
|
2016
Q3 | $979K | Buy |
19,093
+1,304
| +7% | +$66.9K | 0.35% | 73 |
|
|
2016
Q2 | $954K | Sell |
17,789
-2,925
| -14% | -$157K | 0.37% | 64 |
|
|
2016
Q1 | $1.07M | Buy |
20,714
+1,246
| +6% | +$64.5K | 0.45% | 56 |
|
|
2015
Q4 | $911K | Buy |
19,468
+1,333
| +7% | +$62.4K | 0.39% | 61 |
|
|
2015
Q3 | $811K | Buy |
18,135
+281
| +2% | +$12.6K | 0.36% | 64 |
|
|
2015
Q2 | $748K | Buy |
17,854
+1,355
| +8% | +$56.8K | 0.29% | 77 |
|
|
2015
Q1 | $730K | Buy |
+16,499
| New | +$730K | 0.3% | 75 |
|